Purchases and Sales Made in Q2 2025 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q2 2025. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.58K+ 29.42% |
$146K - $198K
|
6.93K
$917K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.56K+ 41.2% |
$145K - $196K
|
5.35K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.55K+ 22.9% |
$144K - $195K
|
8.34K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.54K+ 7.32% |
$143K - $194K
|
22.6K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.54K+ 46.99% |
$143K - $193K
|
4.81K
$636K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.52K+ 3.74% |
$141K - $191K
|
42.2K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.52K+ 24.44% |
$141K - $191K
|
7.72K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51K+ 3.78% |
$140K - $190K
|
41.4K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.5K+ 40.97% |
$139K - $189K
|
5.17K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.5K+ 0.79% |
$139K - $188K
|
190K
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.48K+ 8.08% |
$138K - $187K
|
19.9K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.48K+ 1.42% |
$138K - $186K
|
106K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.47K+ 48.82% |
$137K - $185K
|
4.48K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 5.0% |
$136K - $184K
|
30.7K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.46K+ 19.78% |
$136K - $184K
|
8.86K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.46K+ 2.93% |
$135K - $183K
|
51.3K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.43K+ 4.86% |
$133K - $180K
|
30.9K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.43K+ 10.63% |
$133K - $180K
|
14.9K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.43K+ 12.04% |
$132K - $179K
|
13.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 25.6% |
$130K - $176K
|
6.86K
$907K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.39K+ 101.99% |
$129K - $174K
|
2.75K
$363K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 11.44% |
$128K - $173K
|
13.4K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
1.37K+ 62.43% |
$127K - $172K
|
3.57K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 13.01% |
$125K - $170K
|
11.7K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 1.43% |
$125K - $169K
|
95.4K
$12.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.31K+ 37.81% |
$121K - $164K
|
4.76K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.29K+ 2.63% |
$120K - $162K
|
50.4K
$6.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 0.7% |
$119K - $161K
|
185K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.27KNew |
$118K - $159K
|
1.27K
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.24K+ 4.65% |
$115K - $156K
|
27.9K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1.22K+ 39.14% |
$113K - $153K
|
4.32K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.22K+ 6.67% |
$113K - $153K
|
19.4K
$2.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
1.2KNew |
$112K - $151K
|
1.2K
$159K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.18K+ 55.51% |
$109K - $148K
|
3.3K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.17K+ 9.85% |
$109K - $148K
|
13.1K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 12.8% |
$109K - $147K
|
10.3K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.15K+ 2.19% |
$107K - $145K
|
53.6K
$7.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.13K+ 73.76% |
$105K - $142K
|
2.66K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 0.48% |
$105K - $142K
|
236K
$31.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.12KNew |
$104K - $141K
|
1.12K
$149K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.12K+ 263.15% |
$104K - $141K
|
1.55K
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.12K+ 4.29% |
$104K - $141K
|
27.2K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 5.8% |
$103K - $139K
|
20.2K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 32.16% |
$101K - $137K
|
4.48K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.08K+ 0.08% |
$100K - $135K
|
1.42M
$187M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
1.04K+ 51950.0% |
$96.5K - $131K
|
1.04K
$138K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.03K+ 11.97% |
$96K - $130K
|
9.67K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.03K+ 63.27% |
$95.7K - $130K
|
2.66K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 2.47% |
$94.7K - $128K
|
42.3K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.02K+ 12.5% |
$94.7K - $128K
|
9.18K
$1.21M
|